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Coca-Cola
KO

Overview Fund Activity

2,464 hedge funds and large institutions have $160B invested in Coca-Cola in 2020 Q4 according to their latest regulatory filings, with 295 funds opening new positions, 981 increasing their positions, 917 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
+174
Holders Change %
+7.6%
% of All Funds
43.72%
Holding in Top 10
92
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+22.67%
% of All Funds
1.63%
New
295
Increased
981
Reduced
917
Closed
81
Calls
$1.48B
Puts
$2.24B
Net Calls
-$755M
Net Calls Change
-$316M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$734M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$559M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$433M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$293M
5
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$209M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.02B
2
State Street
State Street
Massachusetts
-$506M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$389M
4
Capital International Investors
Capital International Investors
California
-$316M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
726
Coldstream Capital Management
Washington
$4.46M +$876K +15,979 +24%
CNBTD
727
Citizens National Bank Trust Department
Mississippi
$4.46M -$54.8K -1,000 -1%
IIM
728
Ipswich Investment Management
Massachusetts
$4.43M -$89.7K -1,635 -2%
WSFS
729
Wilmington Savings Fund Society
Delaware
$4.43M -$163K -2,980 -4%
LNWWM
730
Laird Norton Wetherby Wealth Management
California
$4.43M +$413K +7,538 +10%
DAS
731
Dynamic Advisor Solutions
Arizona
$4.42M +$244K +4,444 +6%
MCC
732
Money Concepts Capital
Florida
$4.42M +$4.42M +80,650 New
CFGS
733
Concourse Financial Group Securities
Alabama
$4.42M +$304K +5,544 +7%
PWP
734
Principle Wealth Partners
Connecticut
$4.39M +$3.81M +69,513 +664%
NAM
735
NTV Asset Management
West Virginia
$4.38M -$8.17K -149 -0.2%
LW
736
Linscomb Wealth
Texas
$4.31M -$53.9K -982 -1%
BRM
737
Boston Research & Management
Massachusetts
$4.3M +$47.3K +863 +1%
SLI
738
Sumitomo Life Insurance
Japan
$4.29M -$1.5M -27,401 -26%
FB
739
Fulton Bank
Pennsylvania
$4.28M -$793K -14,462 -16%
CBT
740
Capital Bank & Trust
California
$4.27M -$66.8K -1,218 -2%
BAM
741
Barrett Asset Management
New York
$4.2M +$233K +4,244 +6%
LFAS
742
Level Four Advisory Services
Texas
$4.2M +$56K +1,021 +1%
VFA
743
Valeo Financial Advisors
Indiana
$4.18M +$2.1M +71,791 +101%
SGCA
744
Steel Grove Capital Advisors
Tennessee
$4.17M +$7.62K +139 +0.2%
FF
745
Fluent Financial
Texas
$4.17M +$4.17M +76,083 New
NIM
746
Nicollet Investment Management
Minnesota
$4.17M -$15.5K -282 -0.4%
BHWA
747
Beacon Harbor Wealth Advisors
Virginia
$4.16M +$106K +1,931 +3%
HKIM
748
Hayek Kallen Investment Management
Alabama
$4.15M +$37.4K +682 +0.9%
BCCM
749
Bridge Creek Capital Management
Massachusetts
$4.14M +$37.6K +685 +0.9%
CCMINC
750
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.11M +$70.8K +1,291 +2%
28 29
30
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